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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,799 | $57,140-16.3% | $85,240-43.9% | $80,959-41.0% |
| Participation rate | 54.5% | 56.4%-1.9pp | 67.5%-13.0pp | 67.7%-13.1pp |
| Annual return | 17.68% | 21.71%-4.0pp | 66.75%-49.1pp | 35.67%-18.0pp |
| Employer contribution / active EE | $207 | $1,802-88.5% | $2,735-92.4% | $2,757-92.5% |
| Participant deferral / active EE | $2,537 | $3,115-18.6% | $4,527-44.0% | $4,300-41.0% |
| Admin fee / account holder | $3,698 | $4,992-25.9% | $6,165-40.0% | $6,925-46.6% |